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NexPoint Real Estate Finance, Inc.

NREF
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001786248

No open-market purchases or sales by NexPoint Real Estate Finance, Inc. insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $199.9M in total; no superinvestor holds it.

Other share classesNREF.PA

13F holders, Q2 2026

Institutional positions in NexPoint Real Estate Finance, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
77
−7 vs. Q1 2026
Shares held
12.9M
+22.8K (+0.2%) vs. Q1 2026
Total value
$199.9M
+$26.5M (+15.3%) vs. Q1 2026
New holders
7
33 more added
Sold out
14
20 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NREF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 77 institutions
Q1 2021: 29 institutionsQ2 2021: 37 institutionsQ3 2021: 41 institutionsQ4 2021: 47 institutionsQ1 2022: 57 institutionsQ2 2022: 71 institutionsQ3 2022: 55 institutionsQ4 2022: 60 institutionsQ1 2023: 56 institutionsQ2 2023: 54 institutionsQ3 2023: 60 institutionsQ4 2023: 60 institutionsQ1 2024: 62 institutionsQ2 2024: 65 institutionsQ3 2024: 69 institutionsQ4 2024: 77 institutionsQ1 2025: 75 institutionsQ2 2025: 76 institutionsQ3 2025: 76 institutionsQ4 2025: 79 institutionsQ1 2026: 86 institutionsQ2 2026: 77 institutions
Value heldQ2 2026: $199.9M
Q1 2021: $38.7MQ2 2021: $42.6MQ3 2021: $77.6MQ4 2021: $79.1MQ1 2022: $206.5MQ2 2022: $202.7MQ3 2022: $147.6MQ4 2022: $157.0MQ1 2023: $178.9MQ2 2023: $184.1MQ3 2023: $191.8MQ4 2023: $186.4MQ1 2024: $171.9MQ2 2024: $161.7MQ3 2024: $183.4MQ4 2024: $184.1MQ1 2025: $180.0MQ2 2025: $162.3MQ3 2025: $168.1MQ4 2025: $181.6MQ1 2026: $173.4MQ2 2026: $199.9M
Institutions holding NREF and their total value by quarter
QuarterHoldersValue
Q2 202677$199.9M
Q1 202686$173.4M
Q4 202579$181.6M
Q3 202576$168.1M
Q2 202576$162.3M
Q1 202575$180.0M
Q4 202477$184.1M
Q3 202469$183.4M
Q2 202465$161.7M
Q1 202462$171.9M
Q4 202360$186.4M
Q3 202360$191.8M
Q2 202354$184.1M
Q1 202356$178.9M
Q4 202260$157.0M
Q3 202255$147.6M
Q2 202271$202.7M
Q1 202257$206.5M
Q4 202147$79.1M
Q3 202141$77.6M
Q2 202137$42.6M
Q1 202129$38.7M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q1 2026.

Institutions holding NREF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC4$620.00%+1+33.3%Added
True Wealth Design, LLC4$620.00%+3+300.0%Added
Farther Finance Advisors, LLC4$620.00%+4New
IFP Advisors, Inc7$1080.00%−1−12.5%Reduced
Allworth Financial LP9$1400.00%+7+350.0%Added
Essential Partners LLC17$2640.00%+1+6.3%Added
The PNC Financial Services Group, Inc.40$6200.00%00.0%Unchanged
Massmutual Trust Co FSB64$9920.00%00.0%Unchanged
California State Teachers Retirement System94$1.46K0.00%−243−72.1%Reduced
Sterling Capital Management LLC125$1.94K0.00%−97−43.7%Reduced
EverSource Wealth Advisors, LLC125$1.94K0.00%+6+5.0%Added
Covestor Ltd137$2.00K0.00%+33+31.7%Added
SRS Capital Advisors, Inc.198$3.07K0.00%+198New
GAMMA Investing LLC242$3.75K0.00%+16+7.1%Added
Harbor Capital Advisors, Inc.228$4.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP300$4.61K0.00%00.0%Unchanged
FMR LLC478$7.41K0.00%+36+8.1%Added
Ameritas Investment Partners, Inc.588$9.11K0.00%00.0%Unchanged
Legal & General Group Plc717$11.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)819$12.7K0.00%−964−54.1%Reduced
Nisa Investment Advisors, LLC1,037$16.1K0.00%−443−29.9%Reduced
Royal Bank of Canada1,591$25.0K0.00%+218+15.9%Added
STRS Ohio1,700$26.4K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey1,846$28.6K0.00%00.0%Unchanged
UBS Asset Management Americas Inc1,885$29.2K0.00%00.0%Unchanged
JPMorgan Chase & Co3,169$49.4K0.00%+247+8.5%Added
Vanguard Global Advisers, LLC3,291$51.0K0.00%00.0%Unchanged
Mirae Asset Global ETFs Holdings Ltd.3,305$51.2K0.00%−277−7.7%Reduced
Citigroup Inc3,748$58.1K0.00%−400−9.6%Reduced
BNP Paribas Arbitrage, SA4,862$75.4K0.00%+3,124+179.7%Added
New York State Common Retirement Fund5,468$84.8K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio5,820$90.2K0.00%00.0%Unchanged
Wells Fargo & Company6,759$104.8K0.00%+3,519+108.6%Added
Deutsche Bank AG7,001$108.5K0.00%+2,426+53.0%Added
Daytona Street Capital LLC7,000$112.4K0.08%00.0%Unchanged
UBS Group AG8,059$124.9K0.00%−7,226−47.3%Reduced
Rhumbline Advisers10,073$156.1K0.00%−396−3.8%Reduced
AQR Capital Management LLC10,088$156.4K0.00%+10,088New
Ameriprise Financial Inc10,141$157.2K0.00%00.0%Unchanged
Invesco Ltd.10,694$165.8K0.00%−720−6.3%Reduced
Barclays PLC11,989$185.8K0.00%+128+1.1%Added
Callan Family Office, LLC12,218$189.4K0.00%00.0%Unchanged
Nuveen, LLC12,716$197.1K0.00%+12,716New
Alliancebernstein L.P.15,440$208.0K0.00%+1,600+11.6%Added
Advisor Group Holdings, Inc.14,880$230.6K0.00%+4,400+42.0%Added
Oppenheimer & Co Inc17,357$269.0K0.00%+17,357New
Bank of New York Mellon Corp17,489$271.1K0.00%+2,417+16.0%Added
Bridgeway Capital Management, LLC18,400$285.2K0.01%+18,400New
Navis Wealth Advisors, LLC20,819$322.7K0.12%+653+3.2%Added
Bank of America Corp23,445$363.4K0.00%−3,421−12.7%Reduced
Charles Schwab Investment Management Inc23,620$366.1K0.00%+3,449+17.1%Added
Concorde Asset Management, LLC25,950$402.2K0.23%+2,500+10.7%Added
Oak Grove Capital LLC27,000$418.5K0.03%+27,000New
Russell Investments Group, Ltd.32,075$497.2K0.00%+8,894+38.4%Added
HighTower Advisors, LLC32,413$502.4K0.00%+4,703+17.0%Added
Jacobs Levy Equity Management, Inc33,387$517.5K0.00%−3,605−9.7%Reduced
Morey & Quinn Wealth Partners, LLC36,562$566.7K0.36%−1,322−3.5%Reduced
Vanguard Fiduciary Trust Co41,174$638.2K0.00%+650+1.6%Added
Cetera Investment Advisers41,722$646.7K0.00%+5,166+14.1%Added
Vanguard Portfolio Management LLC48,334$749.2K0.00%+9,593+24.8%Added
LPL Financial LLC50,332$780.1K0.00%+4,818+10.6%Added
Goldman Sachs Group Inc51,585$799.6K0.00%−19,971−27.9%Reduced
Northern Trust Corp57,141$885.7K0.00%+7,346+14.8%Added
Wedbush Securities Inc60,117$932.0K0.02%−2,365−3.8%Reduced
1776 Wealth LLC72,399$1.12M0.40%00.0%Unchanged
Penserra Capital Management LLC80,732$1.25M0.01%−2,642−3.2%Reduced
Ritholtz Wealth Management104,618$1.62M0.02%−7,970−7.1%Reduced
Copley Financial Group, Inc.110,587$1.71M1.04%+80+0.1%Added
O'Shaughnessy Asset Management, LLC155,328$2.41M0.01%−387−0.2%Reduced
State Street Corp173,362$2.69M0.00%−2,200−1.3%Reduced
Geode Capital Management, LLC182,678$2.83M0.00%+3,429+1.9%Added
Morgan Stanley195,067$3.02M0.00%+3,319+1.7%Added
Independent Financial Group, LLC281,010$4.36M0.08%+4,409+1.6%Added
Raymond James Financial Inc292,853$4.54M0.00%−6,099−2.0%Reduced
Vanguard Capital Management LLC346,323$5.37M0.00%+36,847+11.9%Added
BlackRock, Inc.624,275$9.68M0.00%+30,273+5.1%Added
Highland Capital Management Fund Advisors, L.P.9,439,635$146.3M9.78%00.0%Unchanged
Millennium Management LLC0$00.00%−102,222−100.0%Sold out
Two Sigma Investments, LP0$00.00%−11,991−100.0%Sold out
PFG Investments, LLC0$00.00%−11,299−100.0%Sold out
SG Americas Securities, LLC0$00.00%−7,948−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−6,185−100.0%Sold out
Acadian Asset Management LLC0$00.00%−3,637−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−2,381−100.0%Sold out
Advisory Services Network, LLC0$00.00%−358−100.0%Sold out
Harbour Investments, Inc.0$00.00%−300−100.0%Sold out
Optiver Holding B.V.0$00.00%−88−100.0%Sold out
Signaturefd, LLC0$00.00%−50−100.0%Sold out
Parallel Advisors, LLC0$00.00%−42−100.0%Sold out
MAI Capital Management0$00.00%−9−100.0%Sold out
Simplex Trading, LLC0$00.00%−2−100.0%Sold out
CWM, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed